InsMark Symposium

Symposium

InsMark Symposium
May 20-21, 2021

InsMark’s Symposium is the insurance industry's #1 marketing conference where the industry's sharpest minds and most creative leaders come together to teach and share new and exciting sales ideas.

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After clicking "Register Online," you will enter a secure registration website hosted by Cvent to input your payment and contact information.

See what fellow producers have to say about InsMark Symposiums . . .

Symposium 2021

 

 

 

 

 

 

 

 

 

Symposium Location

The 2021 InsMark Symposium is virtual.  Like our outstanding in-person Symposiums of the past, this virtual experience will continue to feature relevant topics and exceptional speakers presented to you in the comfort of your own home or office.

(As a registered attendee, you will receive an email notification when the program is available for viewing, along with a link to access it. Simply use your email address and create a password to enter the Virtual experience.)

Who should Attend?

Everyone is welcome to attend the Symposium: financial planners, estate planners, life insurance agents, CPAs, Home Office personnel, support staff, and anyone who wants to expand their knowledge and grow to new levels.  Attend once, and you will learn why the majority of our attendees return year after year and how they earn in excess of $400,000 in commissions annually.  Great for the industry's new and advanced alike, the Symposium is also an excellent networking experience.

More Benefits!

Value-added benefits from Symposium attendance are below:

  • Learn how to capitalize on opportunities arising from the changing tax environment
  • Learn what it takes to capture the most coveted markets with InsMark's software platform
  • Connect with speakers and industry experts for more in-depth exchanges
  • Gain real case tips from the trenches - shared by the most proficient InsMark licensees

Registration Fees

The normal registration fee is $599, but you may qualify for a discounted rate using a coupon code below when you check out.  All coupon codes will be verified after you submit your order.

If you are a Licensed:

Fee Coupon
Code
 Power Producer Platinum $199.00   PLATINUM
 Power Producer Gold $249.00   GOLD
 Power Producer Silver $299.00   SILVER
 InsMark Licensee $499.00   SPECIAL
 General Attendee $599.00   SYMPGEN

 

If you are unsure of your license status, please contact InsMark Customer Support at 925-543-0507.

Your registration includes everything below:

  • Access to all live-streamed speaker presentations
  • Post-show access to recorded speaker sessions (open for 90 days after the event)
  • One-on-one meetings with sponsors
  • Apply your registration fee towards the purchase of a new InsMark System (for orders made between May 20, 2021 - May 19, 2022.)

Cancellation Policy:
InsMark will provide a refund of registration fees, less an administrative processing fee of $50, for any cancellations received in writing on or before April 1, 2021. Cancellations should be directed to sales@insmark.com. Telephone cancellations are NOT accepted for refunds. After April 1, 2021, there will be no refunds for registrations cancelled whatsoever.

Who are the Symposium Speakers?

InsMark’s President and CEO, Robert Ritter, Jr., is the keynote speaker. He will present the most effective strategies and fresh sales approaches showcasing InsMark’s latest enhancements and newest capacities. Additionally, InsMark is consistently able to attract top speakers who are highly skilled in presenting transferable marketing concepts.

Robert B. Ritter, Jr.

Robert B. Ritter, Jr.

President, CEO, and Founder
InsMark, Inc.

Bob Ritter has been in life insurance sales and sales management for over five decades.  He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company.  Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers.  The success of InsMark has been phenomenal as 100+ companies have sponsored InsMark products utilized by over 30,000 producers.  He guides his business career based on the following premise: 

Success isn’t just about what you accomplish in your life,
it’s about what you inspire others to do.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time.  A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and has been featured at several MDRT, Top of the Table, and International Forum meetings.

Bob is a past member of the MDRT Foundation’s Board of Directors as well as a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003.  He is also Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and Williams College.  While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall.  Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 22 grandchildren. 

Don Prehn

Don Prehn, CLU, ChFC

Board Member, Senior Advisor and Past President
InsMark, Inc.

Don Prehn, CLU, ChFC is a Board Member and Senior Advisor for InsMark with special emphasis on InsMark’s web based marketing, client service and education strategies. As a past president of InsMark, Don conducted more than 800 seminars helping financial professionals with sales ideas and presentations. Don is also an editor for the Robert B. Ritter, Jr. Blog and heads up InsMark’s strategic partnerships (including InsMark’s Advanced Consulting Group).

Kenneth Buckley

Kenneth Buckley

President and Founder
The Buckley Group

Ken Buckley started The Buckley Group 40 years ago when he realized that being an independent insurance broker was the only way to effectively service his clients. He wanted to be sure that he was providing them with the best of all options.

Over twenty-five years ago, after two experiences that left him disheartened, Ken decided to make the move to full-time premium financing. He knew that there had to be other agents who also wanted a conservative, long-term approach to premium financing that would serve their client’s needs for a lifetime.

Since then Ken has diligently researched an array of financial products and partnered with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As a Lifetime MDRT Top of the Table Member Ken has access to the most exclusive products available and the leverage to work with insurers and banks to offer customized programs.

Corey J. Luke, ChFC, CLU

AVP, Life Product Innovation
Allianz Life Insurance Company of North America

Corey joined Allianz Life Insurance Company of North America in 2013 and is AVP in Life Product Innovation.  His responsibilities include driving the life insurance product strategy, competitive intelligence and illustration development efforts.  Prior to joining Allianz, Corey spent 5 years at Minnesota Life managing their life product development and consulting teams. Before that, he spent time in the field as a financial services product trainer, producer and territory manager.

Corey earned his BS in Insurance/Risk Management from Bradley University in Peoria, IL and his MBA from St. Cloud State University in St. Cloud, MN.  He holds the Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU) designations along with his Series 6 & 63 securities registrations.  

In his free time, Corey enjoys mountain biking and golf and despite years of disappointment is still a Chicago Bears fan.  He and his wife, Lisa, have two daughters (Madelyn and Scarlett) and live in Minnesota with their two Bernese-Mountain-Dogs Floyd and Gladys.     
 

Todd Petit, ASA, MAAA

AVP, Advanced and Specialty Markets
Allianz Life Insurance Company of North America

Todd is an AVP of Advanced and Specialty Markets.  With more than 25 years of financial services industry experience, he focuses on delivering Allianz Life Insurance Company of North America product knowledge, sales ideas, and industry concepts by partnering with the distribution channels to serve internal and external customers.  In his role, he manages the Advanced Markets team with advising on advanced uses of life insurance and annuities, as well as the training of Allianz employees on new life insurance concepts and products.  He has been with the company for over 20 years, with his previous role as product development actuary focused on product design, implementation, reinsurance negotiations, government relations and marketing strategy.  Todd has built extensive experience in the insurance industry, and has designed several types of insurance products, including variable life, variable annuities, fixed life, term life, and long-term care.  Todd also has a passion for agent education and he has spoken as a life insurance expert at numerous conferences, seminars, and webinars.

Todd received his BA in mathematics from the University of Notre Dame- Indiana in 1994.  He is an associate of the Society of Actuaries and a member of the American Academy of Actuaries.

In his free time, Todd enjoys strategy games and running.  He and his family reside in Minnesota.

Phillip G. Vogel CLU, ChFC

Founder
Vogel Financial Services

With over 36 years of experience in the financial service industry, Phil Vogel has gained extensive knowledge and insight into the needs of both clients and advisors. After a lengthy stint in agency management, Phil founded Vogel Financial Services in 1997 in an effort to access a broader range of products and services and offer his clients a holistic approach to financial planning. During the last 20 years he has focused primarily in the areas of premium finance and complex case design.

Phil has served for 15 years as a consultant to top advisors and their clients across the country, using advanced premium financing concepts to accomplish business and estate planning goals. He has developed relationships with many of the industry’s most respected insurance carriers and financing companies and is regarded as a top-notch facilitator with the expertise required to see a case through to fruition.  

Phil prides himself on his ability to navigate successfully through the very detailed and sometimes complicated territory of premium financing. He thoroughly enjoys fulfilling the role of consultant and relishes the opportunity to work with advisors and help them better service their clients while strengthening their practices. He describes his role today as the most rewarding period of his career.

Mike Pepe

Founder & Chief Strategy Officer
Proformex

Mike Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion. 

Prior to founding Proformex and serving as its Chief Strategy Officer, Mike started in the life insurance business with Mass Mutual and quickly became a leading agent. Soon after, he co-founded River Financial Group, a full service financial advisory firm. His focus was on building a highly successful financial planning practice which took into account the various parts of a holistic financial plan. As he focused on estate planning, he started The TOLI Group, a life insurance firm which was designed to fill the gap in the market for insurance consulting and the need for ongoing policy monitoring and management support, especially as it relates to trust owned life insurance.   

As he focused on helping others mitigate the many facets of life insurance, he turned to technology and developed a software system to make policy management and monitoring more systematic and useful, and Proformex was born.   

In his spare time, Mike enjoys golfing and spending time with his family.  Mike lives in Avon Lake, Ohio with his wife, Carmen and two sons.